Overview
A LoanerTrak database can host an unlimited number of companies, each with their own specific inventory, users and orders. By default, each user is assigned to a specific company and can only see the inventory, orders, etc in that company. LoanerTrak allows a LoanerTrak Administrator to grant access to specific users to view or edit data in other companies. This control is granted to users at the Company / screen level.
Note: LoanerTrak Administrators have access to all screens in all companies by default.
Note: Only LoanerTrak System Administrators cay make the following changes.
Steps
1. Open the User maintenance screen and select the User to edit.
1. Open the User maintenance screen and select the User to edit.
2. Press the Edit External Company Access button
3. In the External Company Security screen, press the company lookup button and select an external company.
4. Select a screen/function in the left pane, then press the > add button to add it to the right window pane.
The Booking Loaner Inquiry screen is added to the right window pane. This user, who works in company NLE-OR may now access the Booking Loaner Inquiry screen in the external company chosen.
5. Repeat above steps to add additional screens. In this example, we are adding screens that would be used by a planner.
Note: the order entry sub form is the small popup window in the booking screen that allows planners to drag and drop orders to other companies.
6. To open up access to another company, select another company ID and repeat the above steps. In this example, the company selected is ABC.
Results
This user may now access external companies from the four screens that were added. Example:
The Booking Loaner Inquiry screen’s Company ID lookup field now displays 3 companies that the user can switch to to view orders in that company.
This user may now access external companies from the four screens that were added. Example:
The Booking Loaner Inquiry screen’s Company ID lookup field now displays 3 companies that the user can switch to to view orders in that company.
The Order Entry Booking screen now allows the user to enter booking orders in other companies directly.
The Order Entry Request Sub Form allows this user to open a booking sub-form and select an external company and drag set(s) to that company, automatically creating a new request in that company.
The Set Inquiry screen allows this user to view set booking, location, contents details for sets in all of the companies that they have been granted access to. By default, a user will only see sets that are in that user’s company.
The user in this example has the ability to now see sets in all locations at the same time. By default, the Set Inquiry screen displays only the sets in the user’s home company.
The user in this example has the ability to now see sets in all locations at the same time. By default, the Set Inquiry screen displays only the sets in the user’s home company.
If the user wishes to see sets in a specific location, they would press the Company ID lookup and select the external company and enter the same set prefix in the lookup field.
Another option in this screen is to display ALL sets in ALL locations (that the user has been granted access to) in one screen.
Click the Show All Companies checkbox and press the Schedule button. Sets in all locations are
displayed in the same screen.
Click the Show All Companies checkbox and press the Schedule button. Sets in all locations are
displayed in the same screen.
These are examples of the External Company user access. Repeat the steps in this example to add
additional screens if required.
additional screens if required.